What Template Formats Will Quickbook Import?

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Importing Items into QuickBooks Desktop

Important NOTE: IMPORTING Information INTO QUICKBOOKS DOES Require A VERY SPECIFIC SKILLSET AND EXPERIENCE, YOU CAN Rent U.s.a. TO HELP YOU WITH THIS Procedure, Email HECTOR@GARCIACPA.COM FOR MORE INFO

There are several techniques for importing items into QuickBooks Desktop (Pro, Premier, Premier Accountant, and/or Enterprise) from an excel/csv file:

Elementary Excel Import
Advanced Excel Import
IIF File
Add/Edit Multiple Listing Entries
Using a tertiary Party Software: Transaction Pro Importer

The importing process and data fields that tin be imported vary across each tool, in this article we will list all the fields and provide a template for each type.

Uncomplicated Excel Import

Clarification: this tool is built into QuickBooks Desktop, accessed via File, Utilities, Import, Excel Files

Download Template

Fields:

Product Name *

Description

Sales Price

Mfr. Part Number

Tracked as Inventory? *

Notes: You can only import Inventory Parts and Non-Inventory Parts. All the other item types: Service and Other Charges, cannot be imported via this tool

Advanced Excel Import

Description: this tool is built into QuickBooks Desktop, accessed via File, Utilities, Import, Excel Files

Download Sample in CSV

Excel Example Item Listing

Field	Description
Blazon*	Enter a QuickBooks item blazon.
Proper noun*	Enter the proper noun of the detail. Note: If you're importing a kid (or sub) entry for a parent (or main) entry, the parent entry must already exist in order for the child entry to be imported correctly.
REIMBURSABLE CHARGE	Enter "Yes" or "No." Note: if the charge is for services performed by someone else, the item blazon should be "Service Item." If the charge is for a reimbursable expense, the item blazon should exist "Other charge."
Description	Enter the description of the item.
TAX CODE	Enter a 3 character revenue enhancement code. To view your revenue enhancement codes, become to the Lists menu and click Sales Tax Code List.
ACCOUNT*	Enter a QuickBooks Account name. (Typically an Income Business relationship)
EXPENSE/COGS Account	(Required for Inventory Parts) Enter an expense account name from your nautical chart of accounts. To view the Chart of Accounts, go to the Lists menu and click Chart of Accounts.
Asset ACCOUNT	(required for Inventory Parts) Enter an nugget account name from your chart of accounts. To view the Nautical chart of Accounts, go to the Lists menu and click Chart of Accounts.
Deposit TO (Business relationship)	(For payment items but) Enter a bank business relationship name from your chart of accounts. To view the Chart of Accounts, get to the Lists carte and click Nautical chart of Accounts.
DESCRIPTION ON Buy TRANSACTIONS	Enter a text clarification.
ON Mitt	Enter an amount.
U/M	Utilise only if unit of measurement of measure is set to Single U/Thou Per Item mode. Enter the unit of measurement of measure proper noun and abbreviation in the format proper noun(abbreviation).
U/M Fix	Use only if unit of measurement of measure is set to Multiple U/M Per Item mode. Enter the unit of mensurate set name.
Cost	Enter an amount.
PREFERRED VENDOR	Enter a vendor's name from QuickBooks.
Revenue enhancement Agency	Enter the name of a tax bureau from the Vendor list. To view it, click Vendor Centre.
Cost/AMOUNT or %/RATE	Enter a toll or rate. Keep in mind that you can't use percentages when setting a price for inventory items or items whose expense will exist passed on to the customer. In those cases, use a dollar amount.
Item IS INACTIVE	Enter "Yes," or "No," "Agile," or "Non-Active."
REORDER POINT	When your inventory item reaches this number, QuickBooks will remind you to reorder the detail.
TOTAL VALUE	(For inventory items only) Enter the total value for this item, which is the item cost multiplied by the number of items on hand.
Equally OF (Engagement)	Enter a appointment.
PAYMENT METHOD	Enter a QuickBooks payment method.

Notes: You can import the iv primary item types: Inventory Parts, Not-Inventory Parts, Service, and Other Charges. Sales Tax Items, Group Items, and Payroll Items, and Inventory Assemblies cannot exist imported with this tool. The good news is that this tool can also UPDATE any field (except name and type) during an "import"; merely when updating accounts, it will Not retroactively change transactions with this item, will but modify moving forward.

IIF File

Description: this tool is built into QuickBooks Desktop, accessed via File >Utilities > Import > IIF File

Download IIF Template

Field	Description
NAME	(Required) The name of the invoice item.
TIMESTAMP	(Export files only) A unique number that identifies the company file from which you exported the Item list.
REFNUM	(Export files merely) A unique number that identifies an entry in the list.
INVITEMTYPE	(Required) Indicates the type of invoice particular. If y'all are creating an import file, apply i of these keywords to bespeak the item type. COMPTAX (Sales tax detail), DISC (Discount item), GRP (Group detail), INVENTORY (Inventory Role particular), OTHC (Other accuse item), Part (Non-inventory function detail) , PMT (Payment detail) , SERV (Service item), STAX (Sales taxation group item), SUBT (Subtotal item)
DESC	A description of the particular every bit you want it to appear in the Description cavalcade on invoices, credit memos, and sales receipts.
PURCHASEDESC	(Inventory part items only) A description of the item every bit you want it to appear on purchase orders.
ACCNT	(Required) The proper name of the income business relationship you utilise to rail sales of the detail. The type of this business relationship should be INC.
ASSETACCNT	(Inventory role items simply) The name of the nugget business relationship yous use to rails the value of your inventory. The blazon of this account should be OASSET.
COGSACCNT	(Inventory part items only) The name of the business relationship you use to track the cost of your sales. The blazon of this account should be COGS.
PRICE	(All item types except grouping, payment, and subtotal) The rate or price yous charge for the item. If you are creating an import file, add together a per centum sign (%) if the amount is a pct.
Toll	(Inventory part items only) The unit price of the item.
TAXABLE	(Disbelieve, other charges, part, and service items merely) Indicates whether the item is taxable. If you are creating an import file, enter ane of these keywords in the TAXABLE field: Y / N
PAYMETH	(Payment items only) The payment method customers use (check, Visa, etc.).
TAXVEND	(Sales taxation items only) The name of the bureau to which y'all pay sales tax.
TAXDIST	(Sales tax items only) The name of your taxation district.
TOPRINT	(Grouping items only) Indicates whether QuickBooks includes a list of the items in the group when you print an invoice, credit memo, or sales receipt. If yous are creating an import file, enter one of these keywords in the TOPRINT field: Y/ Due north
PREFVEND	(Inventory office items only) The name of the vendor from whom you normally purchase the detail.
REORDERPOINT	(Inventory part items only) The minimum quantity you desire to keep in stock at whatever given fourth dimension. When your inventory reaches this level, QuickBooks informs you that it is time to reorder the item.
EXTRA	Adds additional data about the invoice item. These keywords can appear in the Actress field: AUTOSTAX / REXPGROUP / REXPSUBTOT
CUSTFLD1	The custom field entries for the particular (you tin can have upwardly to 5 custom field entries). Custom fields let you lot rail special information virtually the particular, such as color, unit or measure, or size. What y'all use custom fields for is entirely up to you.
CUSTFLD2	The custom field entries for the item (you tin can have up to 5 custom field entries). Custom fields let you lot track special information about the item, such every bit colour, unit or measure out, or size. What y'all use custom fields for is entirely up to you.
CUSTFLD3	The custom field entries for the item (yous can have up to v custom field entries). Custom fields let you track special data about the item, such equally color, unit of measurement or measure, or size. What you utilize custom fields for is entirely upward to you.
CUSTFLD4	The custom field entries for the detail (y'all can take up to 5 custom field entries). Custom fields let you track special information nearly the item, such as color, unit or measure out, or size. What y'all use custom fields for is entirely up to you.
CUSTFLD5	The custom field entries for the detail (y'all tin have upwardly to 5 custom field entries). Custom fields let yous track special data virtually the item, such every bit color, unit or measure out, or size. What you lot use custom fields for is entirely upwardly to you lot.
DEP_TYPE	(Payment items but) Indicates how y'all want QuickBooks to handle deposits of the payment item. Values: i = You want QuickBooks to deposit the payment in the bank account of your choice when y'all record the payment. The payment does not become into the Undeposited Funds business relationship, and you practise not accept to use the Brand Deposits window to deposit the payment. 0 = Y'all want QuickBooks to "hold" all the payments in a special account named UndepositedFunds. To motility the payments to a bank account, you lot must employ the Make Deposits window to group the payments into one deposit.
ISPASSEDTHRU	(Service, non-inventory office, and other accuse items) Indicates whether y'all pass the item through as an expense to the client. Values: Y = Yous pass the detail through as an expense. Northward = Yous do not pass the item through as an expense.

Resources:

Intuit'due south Instructions
Download IIF Kit

Add/Edit Multiple List Entries

Description: this tool is built into QuickBooks Desktop, via List Card > Add together/Edit Multiple List Entries

Download Add together/EDIT ITEM TEMPLATE

Field	Particular Blazon
ITEM NAME*	Service, Inventory, Non-Inventory, and Assembly
SUBITEM OF	Service, Inventory, Non-Inventory, and Assembly
SALES PRICE	Service, Inventory, Non-Inventory, and Assembly
INCOME ACCOUNT*	Service, Inventory, Non-Inventory, and Assembly
SALES Revenue enhancement Code	Service, Inventory, Non-Inventory, and Assembly
PURCHASE Description	Service, Inventory, Non-Inventory, and Assembly
Price	Service, Inventory, Non-Inventory, and Assembly
PREFERRED VENDOR	Service, Inventory, Non-Inventory, and Assembly
EXPENSE ACCOUNT	Service, Inventory, Non-Inventory, and Assembly
SALES Clarification	Service, Inventory, Non-Inventory, and Assembly
INACTIVE	Service, Inventory, Not-Inventory, and Assembly
U/Thousand	Service, Inventory, Non-Inventory, and Assembly
CUSTOMFIELD1	Service, Inventory, Not-Inventory, and Assembly
CUSTOMFIELD2	Service, Inventory, Not-Inventory, and Assembly
CUSTOMFIELD3	Service, Inventory, Non-Inventory, and Assembly
CUSTOMFIELD4	Service, Inventory, Non-Inventory, and Associates
CUSTOMFIELD5	Service, Inventory, Non-Inventory, and Assembly
MPN	Inventory, Non-Inventory, and Assembly
REORDER Signal / BUILD POINT (MIN)	Inventory and Assembly Merely
REORDER POINT / BUILD Betoken (MAX)	Inventory and Associates Only
QTY ON HAND	Inventory and Assembly But
Every bit OF DATE	Inventory and Assembly Simply
ASSET Business relationship	Inventory and Assembly Only
Use BOM COST	Assembly Just

Notes: You can import the iv main item types: Inventory Parts, Non-Inventory Parts, Service, and Inventory Assemblies (with no BOMs). Other Charges, Sales Tax Items, Payroll Items, Payment Items, Group Items, and Sales Tax Items cannot be imported via this tool